Delivered

Setting a filter default state

Related products:Analytics

Forum|Forum|7 years ago
April 19, 2019
26 replies
319 views

Something useful in GoodData/Insights was the ability to add filters to a dashboard and set the default selections of the filter(s). This allowed me to create a single report (query) to use across many dashboards, then use the filtering on the dashboard to get the final output where I wanted it. This made it simpler to only have my one report and set+forget the filtering, rather than clone the report and apply filters to it (and have a lengthy list of reports/queries).

So, my request is to allow a "default" state of the filters to be selected/populated for a dashboard.

Show previous replies

Amanda28

I agree. I just finished making a new dashboard and I set the dates as I did in insights and was not pleased to realize it doesn't save the set date ranges.

Any updates?

A

Anthony26

I'm not sure if this is what everyone's looking for but this may help:

https://support.zendesk.com/hc/en-us/articles/360037527374-Explore-recipe-Taking-dashboard-filters-and-bookmarks-to-the-next-level

Apply a filter then create a bookmark to save them. You can just set one "bookmark" for your dashboard's default filters and hide the widget afterwards.

J

Jürgen14

I'm not sure, if this helps anyhow. But I see this as an essential feature and not just a "nice-to-have" thing. In a heterogeneous zendesk environment (e.g. worldwide with each subsidiary having several support departments), you have a sea of forms, groups, etc. and the selection lists are endless and hardly possible to handle in a comfortable way. In summary: + 1 from my side.

V

Vincent26

Employee

Hi @Jürgen König, all, apologies for the belated reply on this thread.

As mentioned by @Anthony Garcia Jr., "bookmarks" allow you to set default values for each filters. Can you please confirm they are addressing your needs in that area? If not, would you be able to share the use cases where they currently fall short?

Many thanks

M

Monica11

Newcomer

+1 to be able to set and save filters as a default on a dashboard rather than creating bookmarks or new queries.

Carlos12

+1 For the default on time filters

Walter11

Employee

Hi everyone,
thanks for sharing your feedback about setting the default state for filters.

We've created a recipe to help you set a default state via bookmarks.
This allows the filters to be set to predefined values when the dashboard is initially loaded.

I hope it helps.
Thanks

Walter